Senior Investment Counsellor, GC - ED/MD
This role involves serving as a senior investment strategist for UHNW individuals and family offices across Asia. The candidate will manage multi-asset portfolios, provide proactive investment advice, and partner with relationship managers to drive business growth. Strong technical acumen in risk management and regulatory compliance is mandatory. This is a high-touch, senior-level advisory position.
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Experience
15+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
This role involves serving as a senior investment strategist for UHNW individuals and family offices across Asia. The candidate will manage multi-asset portfolios, provide proactive investment advice, and partner with relationship managers to drive business growth. Strong technical acumen in risk management and regulatory compliance is mandatory. This is a high-touch, senior-level advisory position.
TAL's take
High-seniority role at a recruitment firm, providing specialized advisory services for UHNW clients, though lacking direct industry product firm prestige.
The role is clearly defined with specific target demographics, core advisory responsibilities, and clear requirements for seniority and certification.
Must haves
- Minimum 15 years relevant experience
- Degree in Accounting, Banking, or Finance
- CACS certification
- In-depth understanding of control functions and risk management
- Expertise in multi-asset class portfolios
Tools and skills
Nice to have: cfa charter.
About the company
Global recruitment agency acting as an intermediary; firm classification reflects established staffing/consulting presence.